See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $12,897 |
Service code 37 · EIN 04-2647786 | Loan Processing | $244 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,640 | $58,577-18.7% | $83,333-42.8% | $64,186-25.8% |
| Participation rate | 79.6% | 72.0%+7.6pp | 77.8%+1.8pp | 69.6%+10.0pp |
| Annual return | -4.37% | 9.65%-14.0pp | 10.63%-15.0pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,668 | $2,098+27.1% | $3,379-21.0% | $2,381+12.1% |
| Participant deferral / active EE | $8,093 | $4,654+73.9% | $5,565+45.4% | $3,470+133.3% |
| Admin fee / account holder | $2 | $9,275-100.0% | $7,510-100.0% | $4,888-100.0% |